2月1日，据韩国海关数据，韩国2026年1月半导体出口同比大幅增长102.7%，半导体出口额达205亿美元，为 连续两个月突破200亿美元，也是半导体出口史上第二高的月度纪录，并带动韩国1月出口总额增加。 数据显示，韩国1月总出口额同比增长33.9%，为658.5亿美元，创下历史同期最高纪录。同期，韩国进口额同 比增长11.7%，为571亿美元。由此计算，韩国1月贸易收支实现87亿美元顺差。单月贸易收支连续12个月实现 顺差。 与此同时，芯片产业链的涨价潮正持续蔓延，国科微、中微半导、英集芯等国产芯片厂商相继发布调价通知， 涨幅最高达80%，覆盖存储、MCU、模拟芯片等核心赛道。分析认为，2026年上半年国产芯片涨价趋势将延 续，甚至可能有更多企业跟进。 暴增超102% 全球芯片产业链传来利好信号。 据最新数据，今年1月份，号称全球经济"金丝雀"的韩国出口半导体总金额达205亿美元（约合人民币1425亿 元），同比暴涨超102%。这预示着，在AI（人工智能）浪潮下，全球半导体需求仍非常强劲。 有分析指出，韩国是全球主要半导体出口国，拥有"存储芯片双雄"三星电子、SK海力士。随着全球AI热潮大 幅推升存储芯片需 ...

以下文章来源于科创板日报 ，作者张真 科创板日报 . 专注科创板和科技创新，上海报业集团主管主办，界面财联社出品。 最新研究显示，在完整的Agent执行链路中，工具处理相关环节在CPU上消耗的时间占端到端延迟的比例最高可达90.6%。在高并发场景 下，CPU端到端延迟从2.9秒跃升至6.3秒以上。其结果揭示了在大量Agentic场景中，系统吞吐受限的并非GPU计算能力，而是CPU的核心 数并发调度问题。 至于为何CPU负载高于GPU，在东吴证券看来，Agent时代AI由"纯对话"转向了"执行任务"，因此产生大量if/else判断，这种"分支类任 务"倘若由GPU执行，会因控制流发散导致算力利用率急剧下降。与之相比，CPU的微架构却能够适应此类任务。 就在日前，GPU的超级玩家英伟达主动掏出20亿美元追加认购CoreWeave股票，并声称后者将在其平台上部署Vera CPU—— 一款专 为"代理式推理（Agentic Reasoning）"设计，且在大规模AI工厂最具能效优势的CPU。 据悉，因ARM CPU瓶颈，英伟达已计划在下一代 Rubin架构中大幅提升CPU核心数，并开放NVL72机柜对x86CPU的支 ...

Core Viewpoint - Intel is facing significant challenges and a decline in its market position, similar to an underdog story, but the outlook remains pessimistic for a turnaround [1][3]. Financial Performance - Intel's revenue has been on a rapid decline since 2021, with figures dropping from $79 billion in December 2021 to $63 billion in 2022, and further down to $54.2 billion in 2023, $53.1 billion in 2024, and projected at $52.8 billion in 2025, marking a total decline of 33% from 2021 [5]. - The company's gross margin for Q4 2025 was reported at 37%, a decrease of 4.2% year over year, while the operating margin for the entire year was -4.2%, indicating negative profitability [6]. Market Position and Competition - Intel was once the largest semiconductor manufacturer but lost its leading position to Samsung in 2017, and its decline has continued despite receiving $8.9 billion in government support [2][3]. - Apple has transitioned away from using Intel processors in its MacBook line, completing the process in 2023, which has significantly impacted Intel's revenue [4]. Debt and Investment - Intel is currently carrying a total debt of $46 billion against cash reserves of $14.2 billion, indicating financial strain [6]. - The company is investing $36 billion in two new semiconductor factories in Ohio and $32 billion in two factories in Arizona, although the opening of the Ohio plant has been delayed until at least 2030 due to financial pressures [7].

Investment Rating - The industry investment rating is "Positive" and maintained [9] Core Views - The report highlights a continued price increase trend in the AI infrastructure supply chain, suggesting that multiple segments such as CPU and cloud services may experience simultaneous volume and price growth, benefiting related industries [8][58] - The report recommends focusing on the domestic computing power supply chain, particularly leading companies in computing chips like Cambricon and Haiguang Information, as well as domestic CPU, cloud, and AI infrastructure suppliers [8][58] Summary by Sections Market Performance - Last week, the computer sector rebounded slightly, with an overall decline of 0.25%, ranking 27th among major industries in the Yangtze River region, and accounting for 7.08% of total market turnover [2][18] Key Recommendations - The report emphasizes the importance of the domestic basic resource supply chain, particularly in light of ongoing price increases that are expected to benefit various segments, including computing chips and cloud services [8][58] Notable Developments - Recent updates include the IPO progress of three companies in the commercial aerospace sector, and announcements from Elon Musk regarding the Optimus humanoid robot, which is expected to be available to the public by the end of 2027 [2][23][29] - The report also notes that the full version of Tesla's FSD (Full Self-Driving) may receive regulatory approval soon, which could accelerate investment opportunities in the smart driving industry [37][41]

公众号记得加星标⭐️，第一时间看推送不会错过。 这一封装方案与台积电目前的技术路线存在显著差异（后文将进一步阐述）。简言之，该技术概念印 证了一个趋势 —— 下一代高性能人工智能处理器将采用多芯片粒架构，而英特尔代工事业部已具备 相应的制造能力。 （来源： tomshardware ） 该技术平台的核心是 4 个大型逻辑芯片块，据称基于英特尔 18A 制程工艺打造，因此集成了环绕栅 极晶体管（RibbonFET）与背面供电技术（PowerVia）。逻辑芯片块两侧配置类 HBM4 内存堆栈与 I/O 芯片块，各组件间预计通过直接嵌入封装基板的增强型嵌入式多芯片互连桥接技术 2.5D 桥接器 （EMIB-T）实现互联。英特尔对 EMIB-T 技术进行了升级，在桥接器内部增设硅通孔（TSV），使 电力与信号既能横向传输，也可纵向流通，从而最大限度提升互连密度与供电效率。从逻辑架构来 看，该平台针对通用芯片互连标准（UCIe）的芯粒间接口设计，支持 32 吉比特每秒（GT/s）及以 上的传输速率，这一接口标准似乎也被用于连接类相干高带宽内存 4 增强版（C-HBM4E）堆栈。 这款测试载体还提前披露了英特尔向垂直整合 ...

New Delhi: Kanigicherla, who earlier served as Co-CTO since January 2025, will now assume full responsibility for driving Renesas’ innovation initiatives, long-term critical technologies, intellectual property development, and engineering functions across product, test and EDA/CAD domains. He will also join the company’s Enterprise Leadership Team. Advt Previous stints Before joining Renesas in 2022, he held senior leadership roles at Intel Corporation, where he served as Corporate Vice President and Ge ...

Group 1: Market Reaction - The prices of gold and silver experienced significant declines, with gold dropping over 12% to a low of $4682 per ounce, marking the largest single-day drop in 40 years, and closing down 9.25% at $4880 per ounce [2] - Silver saw an unprecedented drop of over 36%, reaching a low of $74.28 per ounce, and closing down 26.42% at $85.259 per ounce [2] - The U.S. stock market indices collectively fell, with the Dow Jones down 0.36%, S&P 500 down 0.43%, and Nasdaq down 0.94%, reflecting increased market concerns [3] Group 2: Influencing Factors - The sell-off in gold and silver was triggered by a rebound in the U.S. dollar, following reports of President Trump's nomination of Kevin Warsh as the new Federal Reserve Chairman, which was later confirmed [2][4] - Standard Chartered's global head of commodity research noted that the market was already due for a correction, and the announcement of the Fed Chair nominee, along with broader macroeconomic factors, acted as catalysts for profit-taking [2] - The U.S. dollar index saw a significant increase, marking its largest single-day rise since July of the previous year, which negatively impacted investor confidence in gold and silver [2] Group 3: Sector Performance - The gold sector faced substantial losses, with major companies like Newmont down 11.52%, Barrick Gold down 12.09%, and AngloGold down 13.28% [3] - The technology sector also experienced declines, with major tech stocks like Meta and TSMC dropping nearly 3%, while Amazon fell by 1% [3] - Chinese concept stocks saw a downturn, with the Nasdaq Golden Dragon China Index closing down 2.36%, and individual stocks like Bilibili and Li Auto dropping over 3% [3]

以下文章来源于正解局 ，作者正解局 我是芯片超人花姐，入行20年，有50W+芯片行业粉丝。 有很多不方便公开发公众号的， 关于芯片买卖、关于资源链接等， 我会分享在朋友圈 。 作者： 正解局 本文授权转载自：正解局（微信ID：zhengjieclub） 跨国巨头与印度的博弈，又有了新剧本。 不过这次，双方戏码仍与半个世纪前有着惊人的相似。 就在最近，英特尔与印度塔塔集团签署谅解备忘录，建立战略联盟。 双方计划基于塔塔电子即将投产的晶圆厂和OSAT （封装 测 试） 工厂，探索在印度本地生产英特尔产品，并进行先进封装领域的技术合作。 扫码加我本人微信 正解局 . 解读产业，发现价值。产业/城市/企业。 多年来，为了成为真正的科技强国，印度不断吸引外资，与各国大厂争取合作，用市场换技术。 但从半个世纪前的仙童公司，到后来的富士康，科技巨头们纷纷提出在印度建厂的计划，却也总是高调开场，黯然落幕。 这又是怎么回事呢？ 01 破碎芯片梦 很多时候，做梦是一回事，圆梦却是另一回事。 对印度来说，芯片产业就是它那个期待极高，收获却远远不达预期的"黄粱一梦"。 早在1962年，印度企业巴拉特电子有限公司 （BEL，Bhara ...

每经AI快讯，1月31日，美股三大指数收盘集体下跌，道指跌0.36%，1月累涨1.73%；纳指跌0.94%，1 月累涨0.95%；标普500指数指数跌0.43%，1月累涨1.37%。科技股普跌，AMD跌超6%，英特尔跌超 4%。黄金、白银股大幅下挫，全球最大白银ETF--iShares Silver Trust跌28%，科尔黛伦矿业跌超16%， 金田跌超14%。 ...

Intel is a leading technology company specializing in the design, development, manufacture and marketing of semiconductor products, including microprocessors, chipsets, GPUs, memory and related hardware for consumer, enterprise and industrial markets. Headquartered in Santa Clara, California, Intel remains a key player in data center, PC and emerging artificial intelligence (AI) and networking segments. Intel’s market capitalization is around $243 billion, reflecting its valuation among the world’s largest ...